PCG
Prosperity Consulting Group Portfolio holdings
AUM
$1.37B
1-Year Return
15.22%
This Quarter Return
+6.78%
1 Year Return
+15.22%
3 Year Return
+56.73%
5 Year Return
–
10 Year Return
–
AUM
$1.28B
AUM Growth
+$544M
(+74%)
Cap. Flow
+$496M
Cap. Flow
% of AUM
38.72%
Top 10 Holdings %
Top 10 Hldgs %
28.32%
Holding
469
New
166
Increased
161
Reduced
123
Closed
11
Top Buys
| 1 |
Apple
AAPL
|
$39.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$24.1M |
| 3 |
Microsoft
MSFT
|
$14.3M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$12.7M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$12.4M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$2.6M |
| 2 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
$1.59M |
| 3 |
Oracle
ORCL
|
$1.3M |
| 4 |
Caterpillar
CAT
|
$1.12M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$846K |
Sector Composition
| 1 | Technology | 13.3% |
| 2 | Financials | 7.21% |
| 3 | Healthcare | 4.66% |
| 4 | Industrials | 3.95% |
| 5 | Consumer Discretionary | 3.62% |
